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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in LEGG MASON ETF INVT

Steward Partners Investment Advisory, LLC holds 1,200 shares of LVHD (LEGG MASON ETF INVT), worth $52,803 as of 2026-Q2. The position was decreased (-4.0% shares). LVHD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$52,803

Current Shares

1,200

Total Value Change

-$59,177

Total Shares Change

-1,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,200
-4.0%
$52,8030.0%$43.63
0
2026-Q1
Unchanged
1,250
0.0%
$53,2000.0%$41.88
0
2025-Q4
Unchanged
1,250
0.0%
$49,8520.0%$39.17
0
2025-Q3
Unchanged
1,250
0.0%
$51,6750.0%$39.90
0
2025-Q2
Unchanged
1,250
0.0%
$49,8250.0%$38.16
0
2025-Q1
Decreased
1,250
-32.4%
$51,2130.0%$38.98
0
2024-Q4
Decreased
1,850
-32.7%
$70,9660.0%$36.43
0
2024-Q3
Decreased
2,750
-6.8%
$111,9800.0%$37.98
0

Other major holders of LVHD: FRANKLIN RESOURCES INC, Financial Engines Advisors L.L.C.

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